Auto searches

[Puyallup Agent]

Do I have the ability to modify the auto generated searches from the back end? I have clients requesting to change their criteria, but am unsure how to change the search.

Do I need to log on as the visitor and manually do it or can it be done from the backend?

[sam@bcre.com]

I've had the same question asked of me. I'm curious to know the answer.

[Aaron]

Do I have the ability to modify the auto generated searches from the back end? I have clients requesting to change their criteria, but am unsure how to change the search.

Do I need to log on as the visitor and manually do it or can it be done from the backend?

Yes, you can edit them from the backend. Just click the "Searches" tab when you are viewing a leads details, you should see a green "Edit" button - click the button and it'll bring you to the search form, where you can update the search criteria.

For others reading this, It requires you to have the the "Control Panel" to have the auto generated searches and to be able to edit searches.

[Aaron]

I've had the same question asked of me. I'm curious to know the answer.

Looks like your site does not have the control panel, so editing searches would either have to be done by removing the search and creating a new one, you can create searches for leads in the backend under the searches tab.

On a separate note, one of the rules of the forum is: . No more than 3 links per signature.

Thank you,

[sam@bcre.com]

Got it. I just did a search for a client. Thank you very much!

[Puyallup Agent]

Thanks Aaron!